Institutional Ownership Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY). We have compiled data on the 179 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $897 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
23,865
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,401
shares
|
$970,411
0.0% of portfolio
|
Q4 2024
Reduced 77.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,988
shares
|
$909,200
0.01% of portfolio
|
Q4 2024
Added 31.02%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
20,689
shares
|
$896,247
0.35% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
20,260
shares
|
$877,663
0.75% of portfolio
|
Q4 2024
Added 140.53%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
20,196
shares
|
$874,890
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
19,458
shares
|
$842,920
0.01% of portfolio
|
Q1 2025
Reduced 23.92%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
18,372
shares
|
$795,875
0.28% of portfolio
|
Q4 2024
Added 43.92%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
17,665
shares
|
$765,247
0.35% of portfolio
|
Q1 2025
Reduced 18.41%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
17,253
shares
|
$747,399
0.0% of portfolio
|
Q4 2024
Added 11.88%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
16,911
shares
|
$732,584
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
16,723
shares
|
$724,440
0.2% of portfolio
|
Q4 2024
Added 31.6%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
15,615
shares
|
$676,441
0.04% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,503
shares
|
$628,269
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
14,121
shares
|
$611,721
0.1% of portfolio
|
Q2 2023
Added 0.57%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
14,011
shares
|
$606,956
0.24% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
13,754
shares
|
$595,823
0.36% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
13,204
shares
|
$571,997
0.0% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
13,170
shares
|
$570,524
0.0% of portfolio
|
Q4 2024
Added 13.6%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
13,033
shares
|
$564,589
0.07% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
12,808
shares
|
$554,842
0.03% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
12,583
shares
|
$545,095
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
12,197
shares
|
$528,374
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
11,960
shares
|
$518,107
0.08% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
11,615
shares
|
$503,161
0.0% of portfolio
|
Q4 2024
Added 75.9%
|